The Big Picture

APRIL 21, 2025

This white paper arms financial advisors and planners with insights about how different rebalancing strategies, in combination with bullish or bearish market conditions, can affect portfolio performance and risk. ( From junk bonds to munis to mortgage securities, yields are elevated and prices depressed. Ten funds to consider.

License 147

License Portfolio Retail Financial Advisor 147

Abnormal Returns

APRIL 2, 2024

(blogs.cfainstitute.org) How economic trend can complement price trend in momentum models. alphaarchitect.com) A round-up of recent research white papers including 'Apples and IRRanges: Peeling Back the Challenges of Performance Measurement in Private Markets.' alphaarchitect.com) Some thoughts on return stacking as a strategy.

Economics 229

Economics Management Investing Investments 229

Abnormal Returns

NOVEMBER 29, 2022

advisorperspectives.com) What 200 years of news-based economic sentiment tells us. klementoninvesting.substack.com) A round-up of recent white papers including 'History Lessons: How “Transitory” Is Inflation?' (mrzepczynski.blogspot.com) Don't fool yourself when it comes to picking a proper benchmark. bpsandpieces.com).

Economics 130

Economics Marketing Marketing 130

Nationwide Financial

OCTOBER 25, 2022

Nationwide Economics expects consumer inflation to remain highly elevated into 2023 while gradually slowing over the next year. Interest rates are expected to remain higher next year and into 2024 to prevent a renewed surge in prices, even with an economic downturn likely in 2023. See chart below.) That may be easier said than done.

Clients 116

Clients Management Government Economy 116

Advisor Perspectives

DECEMBER 1, 2023

Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. If that’s what you’re looking for, this white paper explains it all from a top-down view. Over 10,000 advisors became RIAs between 2015 and 2020 alone.

Investment Advisor 52

Investment Advisor Numbers Economics Investing 52

Nationwide Financial

FEBRUARY 14, 2023

According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

The Irrelevant Investor

OCTOBER 28, 2018

By Darius Miles Podcasts The peasants started communicating with each other outside of the silos With Patrick O'Shaughnessy and Howard Lindzon Can you really call yourself a quant if you don't use the word "robust" in at least one white paper?

Communication 52

Communication Economics Marketing Marketing 52

Nationwide Financial

OCTOBER 20, 2022

Share our recently updated white paper on Investing in a highly politicized climate to help them tune out the noise and avoid making emotional decisions with their investments. Keep your clients focused on their long-term goals throughout this election cycle.

Government 59

Government Financial Planning Economy Clients 59

eMoney Advisor

JANUARY 31, 2023

The subject matter at the time was focused on investment and economic updates. We now have a marketing director who is responsible for creating new content that will deepen the webinar experience by offering additional assets like blog articles and white papers to supplement our presentations.

Education 103

Education Financial Planning Clients Planning 103

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I have a bachelor’s degree in economics, a master’s degree in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Dear Mr. Market

NOVEMBER 23, 2021

We think there could be a period of stagflation (slow economic growth with rising unemployment) but it’s honestly futile to try and time the market in advance of that. One day we’ll write a white paper on how the folks who watch the most media and spend the most screen time perform the worst and worry the most.

Numbers 52

Numbers Economy Portfolio Economics 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Where Does Money Come From? What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Portfolio 52

Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated.

Wealth Management 40

Wealth Management Management Taxes Consulting 40

ClearMoney

DECEMBER 14, 2021

3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 20591, National Bureau of Economic Research, October 2014). 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 20591, National Bureau of Economic Research, October 2014).

Investing 52

Investing Investments Commission Distribution 52

BlueMind

APRIL 25, 2022

In this constantly changing competitive world, where women are becoming more economically independent and financially aware, the wealth management industry needs to pay more attention to its female clients. So try to build that trust with honest and serious communication. Targeting The Female Demographic.

Financial Advisor 52

Financial Advisor Clients Communication Wealth Management 52

ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Relative price: Refers to a company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investing 144

Investing Investments Valuation Management 144

The Better Letter

APRIL 29, 2022

The latest capacity utilization number may become a helpful piece of the economic puzzle, but it is highly unlikely to suggest any major change in the economy. Advertising white papers, research reports and educational events that are nothing but marketing exercises. Fear-mongering and/or bandwagoning for business.

Media 52

Media Advertising Accounting Client Management 52

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Journal of Financial Economics.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Journal of Financial Economics.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

NOVEMBER 8, 2021

When bond issuers take steps to address head on the injustice that may be embedded within their operating models, they reduce the probability of direct legal, reputational and other potential damages, while also strengthening the health and economic stability of their constituent communities.

Portfolio 52

Portfolio Assets Investing Investments 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

Indigo Marketing Agency

OCTOBER 25, 2019

Along with Mailchimp, we’re using OptinMonster, which is, if you go to our website, there’s going to be this little pop-up encouraging you to sign up for our mailing list in exchange for a white paper. Then ScheduleOnce, that I mentioned earlier, is on the website so that you can schedule a call directly from the website.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. I, is the allocator issue with commodities a function of, hey, we just don’t have the white papers to show this is a good long-term investment or is it something else? So I actually went to work in m and a and payments and I enjoyed that.

Assets 144

Assets Management Portfolio Investing 144

The Irrelevant Investor

MAY 6, 2021

People on the right have read all the white papers. It’s Economics 101. They know what they see on Fin Tok. They know that Doge is going to the moon. They live and die by the meme. And right now, the meme is pure alpha. They understand each blockchain, how it is built and secured, and how cryptocurrencies are transferred.

Economics 52

Economics Investing Investments 52

Nationwide Financial

SEPTEMBER 30, 2022

With inflation still at record highs and a recession looming, economic concerns appear likely to remain top of mind for most of the electorate. Share these insights from our updated white paper on the influence of news headlines to help clients stay focused during this midterm election cycle.

Government 59

Government Retirement Planning Retirement Distribution 59

Sara Grillo

NOVEMBER 14, 2022

In addition, his white papers on SPIAs and RMDs, DIAs and SPIAs and marital property considerations, and temporary life annuity contracts serve as research references for other industry contributors.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 144

Banking Marketing Marketing Investing 144

Investing Caffeine

FEBRUARY 5, 2025

Regardless, positive economic and corporate data coupled with other pro-business fiscal policies (e.g., The bottom-line findings from the Tax Foundation were that tariffs would shrink economic output by -0.4% deregulation and lower proposed taxes) allowed the financial markets to finish the month with respectable gains.

Taxes 52

Taxes Economics CFP Economy 52

The Big Picture

JANUARY 23, 2024

But because of his deep and broad knowledge of the technologies behind climate change, he said, this isn’t a green investment so much as a moneymaking economic investment. We need to seal those wells permanently or make use of the methane because the methane has a great deal of economic value.

Government 130

Government Startup Manufacturing Investing 130

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home. we did it internationally.

Numbers 144

Numbers Investing Investments Marketing 144

The Big Picture

JANUARY 14, 2025

You graduate with a bachelor’s in economics. They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. So let’s talk about a white paper that you wrote titled The Evolution of Alpha.

Management 144

Management Investing Investments Assets 144

The Big Picture

NOVEMBER 25, 2024

There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. And it was born from the view that while there was a very real exogenous economic event that caused the market to sell off the day to day of what I was seeing happening in markets seemed to be endogenous.

Portfolio 144

Portfolio Management Assets Marketing 144